Financial Architects (New Jersey)’s Calumet Specialty Products CLMT Stock Holding History

Financial Architects (New Jersey)’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,000	Closed	-$13K	–	1355
2018 Q3	$13K	Hold	2,000	–	–	﹤0.01%	1036
2018 Q2	$15K	Hold	2,000	–	–	﹤0.01%	878
2018 Q1	$14K	Hold	2,000	–	–	﹤0.01%	980
2017 Q4	$15K	Sell	2,000 -250	-11%	-$2.08K	﹤0.01%	1036
2017 Q3	$19K	Buy	2,250 +2,000	+800%	+$12.5K	﹤0.01%	962
2017 Q2	$1K	Hold	250	–	–	﹤0.01%	1471
2017 Q1	$1K	Hold	250	–	–	﹤0.01%	1509
2016 Q4	$1K	Hold	250	–	–	﹤0.01%	1339
2016 Q3	$1K	Hold	250	–	–	﹤0.01%	1398
2016 Q2	$1K	Hold	250	–	–	﹤0.01%	1391
2016 Q1	$3K	Buy	+250	New	+$3.48K	﹤0.01%	968
2015 Q3	–	Sell	-250	Closed	-$6K	–	335
2015 Q2	$6K	Hold	250	–	–	﹤0.01%	898
2015 Q1	$6K	Hold	250	–	–	﹤0.01%	829
2014 Q4	$6K	Sell	250 -1,000	-80%	-$26K	﹤0.01%	787
2014 Q3	$34K	Sell	1,250 -500	-29%	-$15.1K	0.02%	371
2014 Q2	$56K	Buy	+1,750	New	+$52.1K	0.03%	308
2013 Q4	–	Sell	-350	Closed	-$10K	–	227
2013 Q3	$10K	Hold	350	–	–	0.01%	479
2013 Q2	$13K	Buy	+350	New	+$12.6K	0.01%	425

Other funds holding CLMT

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

DMK

David M. Knott $275M AUM 59.23% 1-Year Est. Return

SCM

SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WWM

Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barnett & Company Chattanooga, Tennessee $135M AUM 27.14% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

Financial Architects (New Jersey)'s CLMT Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of Calumet Specialty Products (CLMT) in Q4 2018, closing a stake of 2,000 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in CLMT in Q2 2013 and held it in 18 quarters. The position peaked at $56K in Q2 2014. 64 funds tracked by Wall St. Rank hold CLMT as of Q4 2018.

Financial Architects (New Jersey) reported no remaining Calumet Specialty Products position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,000 Calumet Specialty Products shares in Q4 2018, an estimated $13K.
Financial Architects (New Jersey) first reported a position in Calumet Specialty Products in Q2 2013 and held it in 18 quarters.
Financial Architects (New Jersey)'s Calumet Specialty Products position peaked at $56K in Q2 2014.
64 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.